[Emerging Tech Series] Transforming Financial Advisors' Workflows With AI Agents With Chirag Gandhi

Chirag Gandhi is the Co-founder and CEO of Mili, an AI-powered platform that automates administrative workflows for financial advisors, helping them save time and focus on client relationships. Under his leadership, Mili has raised funding and expanded its enterprise AI platform in the wealth management space. Chirag previously worked in venture capital and growth equity, where he helped raise and manage significant investment funds, gaining deep experience in financial services. Before founding Mili, he held roles in investment firms and served as an angel investor supporting early-stage startups.

In this episode…

Financial advisors are overwhelmed by administrative work, fragmented systems, and rising expectations to adopt AI — without compromising compliance or client trust. Many teams experiment with AI tools, only to find they don't fit real workflows or create new risks. How can firms use AI to save time and scale impact without losing control?

Chirag Gandhi, a fintech entrepreneur and AI systems expert, explains how advisory firms can apply AI in practical, compliant ways by focusing on workflow-specific automation. He emphasizes starting with meetings as a data source, using real-time note structuring, and integrating deeply with existing systems rather than layering generic tools. Chirag also shares why safe design choices, human-in-the-loop oversight, and clarity on build-versus-buy decisions are critical to making AI actually work in regulated environments.

In this episode of The Customer Wins, Richard Walker interviews Chirag Gandhi, Co-founder and CEO of Mili, about applying agentic AI in financial services. Chirag discusses designing compliant AI systems, deciding when to build versus buy AI tools, and how agents can automate tasks while preserving human relationships.